See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,306 | $49,280-12.1% | $67,313-35.7% | $64,186-32.5% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.1%+14.3pp | 69.6%+13.8pp |
| Annual return | -5.51% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,620 | $1,668+57.0% | $2,566+2.1% | $2,381+10.0% |
| Participant deferral / active EE | $510 | $2,484-79.5% | $3,568-85.7% | $3,470-85.3% |
| Admin fee / account holder | $1,529 | $3,863-60.4% | $4,507-66.1% | $4,888-68.7% |